that does it for us. "fast money" in moments. what is happening. >> yahoo is trading below $30 a share and so is it worth a trade right now. that is the question tonight. >> especially with the alibaba tax and business stuff. right over to you. >> "fast money" starts right now. live from the nasdaq markets and live from time square, i'm melissa lee. tonight volkswagen may be dominating the headlines but there is another german giant showing serious signs of strain and could have big implications for your portfolio. and casino stocks tumble. but it miets be time to double down on one and we'll tell you who later. but first the stock that could ruin the hottest trades of the year. nike set to report in less than 24 hours. a big component of the crowded consumer discretionary sector and that has been the best performing groups of stocks. so if nike breaks down tomorrow,

could that trade be ruined. and pete, i go to you first. because this reminds me of the bar we had for disney and everybody thought it was impossible that they missed and what happened, selloff in the media space. >> right, to your space. is china that huge of a factor. i think that is everybody's biggest concern. but that is only 10% of the sales. when you look at nike, look at the upgrades, like a finish line. and know you were talking about that earlier in the day. they are going to report on friday. and the look through right now is tlk world -- athletic world is strong in terms of retail. and finish line, looking back, footlocker, doing good. and i look back to the growth and the athletic footwear world, 3.8 billion to date and that is ten times what under arm our is doing.

and that is what i expect. with a modest pull back in china. >> a 40% -- >> nike is priced to have a good quarter. on the analyst day is when we'll hear guidance. so i think the stock, any upside is maybe 17.5 it hits a wall and a lot of the good news is priced in but this is a good name to hold on to long-term. >> if you equate it to disney, disney fell off the cliff before the s&p fell off the cliff. so you have a lot of things that are all factored in. so nike may have already priced in both up and down. up 20% year-to-date, but if you look at under armour, that is where you weed out the china exposure and that is up 50%. so i would rather play a name that is peripheral and stronger u.s. >> and you prefer that --

>> and ua is an out performer and if both take a hit. >> i would buy the one that has out performed 2.5 times what nike has done. and that is the money that will chase it back up the ladder. >> the set youp going into earnings, it is to family to disney, where they could do no wrong and they derailed the sector. and the discretionary, when it comes to the s&p 500. >> i can understand when you make the jump, i don't think nike faces problems of that magnitude. you go back to the fourth quarter they reported back in june, they didn't talk about currency and how it was such a head wind. they smoked on the currency side. they are doing everything seemingly right. plus margins continue to improve. that quarter they beat by $0.15 and a revenue beat and you don't see that from a lot of companies. 25 times forward earnings. is it expensive? maybe. not crazy expensive. so i think they could beat.

i think emerging markets will be a head wind in the next few months but not this quarter. >> espn was the crown jewel and everybody focused on that and then iger comes out and talking about 3% at to -- add to declines and how about unbundling and that continues even forward from there. so when you look at that, does nike have something like that. crown jewel is there. jordan, i'm not so sure there can -- >> but you are looking at the third quarter, possibly of sales deceleration. >> i'll go back to school. >> they are up 17% on the shoe sale. >> i want to bring the conversation back to consumer discretionary because that is a crowded trade. every single analyst likes health care and kmumer -- consumer discretionary and everybody is piling in on a time when they were going to say and you weren't here, but yesterday on the desk everybody was bearish. >> a lot of bear.

you can't be bearish if the big megacap name. under armour and nike. look at amazon. they will demolish macy's and go after target. >> if you had $1 today would you put it into nike and consumer discretionary. >> i would put it into nike. i think it is topped out and prices over the long haul, i think it continues to work. >> the s&p is off, give or take and nike all-time high is $117 and change and it is not that far off. it has been outperforming a lousy tape. can the tape go lower and nike go higher, i say yes. >> there is another german giant shows signs of strain. carter worth is breaking it down at the smart board. carter, what are you looking at? >> we're looking at deutsche bank, but because it is a testimony in the u.s., the key thing is the market low, the plurng of august 24, '25, s&p,

1867, the big rish o'shea. the market is still 4% above that low. but sectors and financials in particular are getting awfully close. so i ranked the sectors. consumer discretion, what you are talking about. well above its low of plunge of october of 24 of august. the consumer staple is well above and energy is well above. let's keep going. health care well above and et cetera and so forth. and industrials. but financials are getting close to the ab lute low of the plunge. i've left the three small out, materials andute ults and -- utilities and they add up to 8%. this is the closest to testing and we think undercutting that low. but let's talk about deutsche bank in the context of financials. here is a chart of all u.s. banks, which are outperforming european banks. and this has everything.

deutsche bank, credit swiss and then deutsche bank which has been lagging not only in europe but in u.s. banks and here is the real risk. the bank right now is literally on the lows of 2011 when the u.s. got the debt downgrade and we've tracked this line and we've hovered here. and to my eye, i think we're going to break. and this is the biggest bank in europe. of course, another way to draw the lines is this, call it a wedge, a triangle, whatever you want, but it represents the end of the road. now a bull would think you could break out here. that is not my bet. i think we'll break down out that. let's go to the daily chart. i see a double top. i see well defined lows. and on my bet is deutsche bank breaks. that is not good for banks or equities, biggest bank in europe, something is wrong. >> something is wrong. do we go back to financial crisis lows? is it trading in that direction? >> so the lows, if you look at

the long-term chart, the lows of '09 are around 20 and the stock is around $23. has there been a recovery? at least not for this stock. >> could it be a deutsche bank specific problem or do you think that other european financials -- >> i would suspect other europe as well. and this being the big one with the most headline problems. this is the one to watch. >> carter worth, thank you. now low. wow! >> and it sounds cookie, if you look at volkswagen, we've had the greek crisis and the european scare and china. now we have volkswagen and germany is reliant, 20% of the exports are autos. it would be ironic to me if volkswagen takes down the whole european complex. germany has been the shining spot. so i don't know -- this is obviously to me the tail, not the dog. but i don't know what is wagging who but we don't need another needle. >> this is more -- i think this

chart is more concerning that any volkswagen chart there is. >> you go back a couple of months ago when the bank was trading 32.5 and 33 and we had ron paul saying that stock was a canary in a coal mine and he saw it down. and now he points out the 2012 low was 29 and we held this this year and bounced and we're through it. i don't know if it gets back through it. but we can see, the dax had been going lower before the whole volkswagen thing. >> i would say the whole german thing. that is where i was going. i'm sorry. >> it has been a black hole for 20 years but this is concerning at this particular point in time. they throw in an auditor in there, there are massive things that worry me. >> does this make the german trade a no -- granted yes germany is in a bear market, down more than 20% from the highs does this mean no bottom

fishing there. >> it seems people continue to come on the nest work and say europe is the next best opportunity. >> and the easing. >> and i don't go along with them on that. i still think the u.s. is where you want to be and if you look at some of the financials, goldman sachs continues to struggle but there are reasons to like it below $180 a share. and the blank is something sad. but i look at morgan stanley and goldman sachs, the m&a and the vest standing they doing propel the stocks higher. >> coming up next, yahoo is below $30 a share and that means the core business is worth nothing. plus is a storm brewing at jcpenney before they kick off the holiday shopping season. why that could be a gift to investors. and later casinos are doing something they haven't done since the financial crisis and could set up an opportunity to

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boeing kicking off the top trades. china signing an agreement to build a completion center in the country after giving orders for 300 jets during jinping's visit to the united states. >> i don't think it is expensive at 14 times forward earnings and i think it has been in the stock. they talked about it as a previously unannounced deal. with that said, it has not traded well at all this entire year. held 120 a number of times. i don't think it goes back down there. but clearly something wrong. 14 times federal earnings and the stock should be higher and it is not. i think you give it time. >> people are concerned about cash flow. and cash flow is going to be fine. i think this is a great event. obviously it is an incredible contract. is it a handshake and signed on the dotted line and i think that is a concern and people are recognizing now that it will be substantial for them. so i think the stocks is a buy here and a good value. >> next up, yahoo, sliding more

than 2% today, trading below the flash crash lows of august. and we should know alibaba falling hard today losing 3% on the session. so pete, do we look at this and say this is an opportunity here? >> i don't think so. and the reason i say that is i don't know we've seen the bottom yet for alibaba. and if we haven't seen the bottom, we know how the trade moves. bobba is moving yahoo, every step of the way, it is baba because they are so confined and strapped to that trade right now. so as i look forward, i see the pressure and we got the pmi numbers and 47 and seven months in a row of negative contracting months there and does alibaba go lower. >> i think so. i don't think you can rush into alibaba yet. >> when we opened up saying yahoo comes free. and if you look at a long-term chart, they have climbed from the teens here. it has a long way to drop. and same people were saying that about twitter.

i was probably one of them. and as people get hypnotized thinking they are getting something for free. >> and thinking bobba has to be priced in. you have to earn it. it keeps coming down. >> and he said from current levels the stock could go down 50% and that is the stock getting cut in half over the last year. but baba doesn't play well. and until it makes a peek, yahoo isn't going any higher. >> and i made a call a few weeks ago saying it was a good buy and it wasn't and at the end of the day you get something for free. not a great core business to be in. i agree it probably goes lower. >> and moving on to volkswagen. the scandal is having a far reaching impact on the auto industry and it may benefit a few competitors in the mace. steve has the details. great to see you again. >> carmakers abz suppo-- and

suppliers are underperforming sending the global auto trust fund down 20% from the 2015 high. but over the long run, bank of america and merrill lynch said given the reputation in the u.s. and globally, the automaker could lose share as consumers shift to competing bands. which brands. and they say the european luxury names that have seen the brunt of selling. bmw, renault, daimler and morning star said two potential u.s. winner, gm as it reinvents the brand and invests in the cadillac and the ford which is trying to do the same thing with the lincoln brand. while market pros estimate the global impact of the scandal, these may be some names to keep an eye on. >> seema, thank you. back at headquarters.

and the key volkswagen story is they've been trying to gain a foot hold in north america but they want to be stronger here in the u.s. so if all of a sudden the reputation is at risk, could ford or gm step in, not just auto -- just toyota with an ev. >> i'll give you one other. how about this -- tesla. >> there you . >> any clean car. because people are clean diesel people. >> and take a look at the way the stock reacted. in august it plummeted, got back to 220 and bounced above the bay at 230 and held the 50 day today and finished in positive territory in a negative tape where we see the auto manufacturers going lower. and i think very interesting and i think you go the electric route and with the volatility, i would not be in the stock. i would look at the options because we're on the lower end. they were trading 60 on the implied volatility and now at about 40 and 30 is the lower end and you could put it on call

spreads and be involved in the name. >> and i like the alternative energy vehicles but the tesla customer is not the same as a volkswagen customer. the price point is completely different. so you go downstream? >> well look, it is not yet. >> lower prices. >> lower price vehicles are in the mix long-term. i'm surprised tesla didn't react from a positive perspective. but i think tesla is a stock to look at it. the clean energy is going to be pressed more and more based on this. but i do think there is a quick reaction to this. i think we talked about volkswagen, how important it is to germany, i don't think they will allow this to linger on. with a quick resolution and move forward. >> and there are german government officials on the board so they can do something. >> coming up, jcpenney, ahead of the holiday season, that uld cause a kick in the stock. in the meantime, here is what is

coming up in fast. >> how traders feel about casino stocks. but a top analyst said one has hit a bottom and it could be a jackpot, he'll explain. plus inside one of the fastest growing areas of tech. a virtual tour of how to trade virtual reality, when "fast money" returns.

a surprising move out of jcpenney. replacing the chief merchant by moving up another employee before the kickoff to the holiday shopping season. courtney reagan has more. and it is ahead of the key holiday season and interesting timing for this kind of move. >> on the face it seems odd because the most important season is just around the corner. because the way retail merchandising works it is smart timing. liz sweeney set the upcoming holiday merchandise which means john tighe who was just promoted from senior vp of merchandise will set the merchandise for spring and next holiday but without a messy mid-season changeover. many have had a good regard for john who began as a buyer after more than a decade at may

department stores. he ran the website in 2009. now liz sweeney has been with jcpenney for 16 years and stay on as an adviser before retiring at the end of the year. he was promoted to hur role under ron johnson and it is surprising that she continued in that role for the last three years. it is the third high level executive chain underceo marvin ellison in just the first eight weeks at ceo but the first internal promotion. two days after officially taking over, he brought in michael lament from home depot and someone from target to reply the supply teams respectively. and ellison worked for home depot and target and has similar expertise. merchandising, the new area of change-up, is an area where he has little experience and it is quite an important one for retail. melissa. >> and courtney, and jcpenney has been a retail out performer compared to peers so is it

surprising the shake-up that the ceo has made or is that looked as by analysts as something positive in the turn around story. >> i don't think that is surprising but i think it is positive because i think marvin coming in setting his own direction with his own team. whether it is within executives that he's worked with before at other retailers or it is executives currently within jcpenney that he sees a more fitting spot for. we'll see if that ends up being the case and it does end up working better. but i like the fact he is coming in and aligning the team to his liking. i think it is important that he is making concrete decisions early on. i like how simple mr. ellison looks at things when it comes to retail. it could be complicated and also simple. an you have to make sure that you get the fundamental pieces right before you get into the messier parts of retail. so i like the moves. and i think most of wall street likes it too. >> and in terms of jcpenney versus other retailers is there still share to take from the

likes of macy's or kohl's. >> i think retail is one of the sectors always up for grabs. and i think the category or the piece of the pie that a lot of the retailers should be going after are the customers that are shopping at the t.j. maxx and the ross and the outlet locations. they are not quite low, low income and not quite high, high income, mid tier shopper that wants high quality for a reasonable price and that is the market that is really getting squeezes at jcpenney and macy's so those are the ones they should go after. >> courtney reagan at headquarters for us. who likes jcpenney. >> it is not just me. but everybody who trades retail, specific names, loves jcpenneyment -- and it is such a buy anary story. and you like to talk about that. is the worst thrown out. and the gross margin was mid-40s and now they are mid 30s. sales, 50% of what they used to

be. this point, there is only one way -- i shouldn't say that, it is binary still. the chart looks like it is rolling over but the upside risk-reward is a good 20% to 30% more to the upside and this stock has already moved. >> it has a $20 price on it by beauch bank. >> which is the lowest point. >> we have to explain that. as opposed to the zenith nader. it was at the end of 2012. 13 and 14 the stock flat lined. i think it is a huge short-term interest, 30%, 20% move to the upside would not surprise me. i think you can buy this stock. >> what is going on with macy's in. >> a little reversal of fortune if you will. i think they will take share from macy's. recommend when they lost share back because an executive that left. i think they'll go to $14 and i think it is a $14 stock and that is when you take it off but i think there is move to the upside. >> and courtney was talking

about taking share from t.j. maxx and i looked over at you and because you like it. >> i'm a maxista. >> and you're a fashionista. >> and they have everything working in their direction. and when you look at nordstrom rack, they can capture all ends of this thing including the online world. and you take a look at williamson oma, and when you talk about management, this is someone that is executing online now 50% of the revenues. there are places where people have to exploit online and that off-brand. >> i love the rack. >> love the rack. >> nordstrom rock. coming up next, guy is going inside of virtual reality and it could lead to some very real profits for your portfolio. seriously. and casinos are doing things and that has dom chu looking at

that. >> some of the casino stocks have taken a huge beating and the selling pressure is unrelentless but could it represent a buying opportunity. that debate is coming up next on "fast money" so keep it right here. capital long term. active management can tap global insights. active management can take calculated risks. active management can seek to outperform. because active investment management isn't reactive. it's active. that's the power of active management.

welcome back to "fast

money." the major average struggling to hold on to gains. the dow falling 100 points med day and oil baz was a big mover of the day. coming up in the second half of "fast money." a look inside of guy's virtual reality. and hotel chains are jump on the vr band wagon. find out what guy saw when he checked out the marriott virtual reality. >> i don't understand what you're laughing at. >> you look crazy with that thing on your head an the idea of looking into a hotel room randomly is kind of odd. >> plus his holiness making the first visit on u.s. soil and in honor of the pope, our traders have come up with four divine trades that will lift the spirits of your portfolios. >> but first some koez stocks are trading at levels not seen since 2020 and could have some traders placing bets. dom has the details. >> some traders are finding

value in the casino stocks. we're looking at the price to sales ratio. how much you have pay in stock price for the generated sales. and when you look at the market. this is trading at 1.3 times sales. historically speaking over the last ten years it is trading at closer to 4.5 times sales so a steep discount on a revenue multiple and that is wynn resorts. and another one, las vegas sands, right now trading at around 2.3 times sales. historically speaking over the last ten years, it trades closer to six times sales. so again a discount to a revenue multiple basis and that is why traders are looking. and mgm grand, has less skpoeszure -- exposure than the other stocks we talked about but still trading in line with the average. so the bullish case may center around the idea on a sales

multiple the casino stocks looks attractive. and the bear is in the price action. this is what some traders call a falling knife. the momentum has been to the down side. do you get in front of the freight train. that is the question. valuations are important but there is a bearish tried and this is a big part of the story. back over to you guys. >> dom chu at hblgds. so let's get a trade here. are they clean for a reason. >> they are cheap for a reason. but as dom said, if you go mgm, down 9% versus the other ones that are down more than that. but why no go to boyd or penn. >> so the makers of the gaming consoles. >> there is no exposure whatsoever and they are both up dramatically in a year where you would never think anything game related is up. i would stay with those two names. >> august 24th was the day the stocks printed raisy low levels an then rebounded. the low print for wynn was $72

and change and it is a $62 today. and there is something amiss with wynn. yes, i get valuation, i think can grow to 20% but the volume doesn't indicate a bottom and i think it goes lower from here. >> well casinos may have taken a beating according to our next guest one could see light at the head of the tunnel. managing director harry, it is great to see you. you point out in the latest note that mass revenues have recovered by vip revenues have not and they are showing signed of deterioration. what is going to get the vip revenue stream back. >> i don't think it is coming back. >> oh, it is never coming back? >> how about not in my lifetime. >> okay. that is a long time, harry. >> i'm a young man. yeah. it is an issue because the vast majority of the vip revenues

that have been done over the years in mccowen in my view, have been simply junket customers getting their currency out of china. and the jinping administration has put a stop to that and it represents at least 50% to 60% of the revenues that have been done in mccow. >> so there has to then be a massive rerating of the stocks and we have in fact seen the stocks decline massively so has that rerating been accounted for at this point or is there more down side at this point? >> the re-rating has been enormous. and in my view, we're a lot closer to the bottom. but to the extent that the junket revenues and the vip revenue estimates have to come down more, i think that is an awfully large risk. an the thing that you haven't spoken about is the massive amount of capacity coming over the next several years. there is $20 billion worth of new buildings coming to mccow.

and the last opening, which was galaxy back in may, visitation and ggr has actually declined. so our concern is that there is -- too large a gap coming between the supply and the demand growth and that means pricing is coming down. >> so how will the supply correct itself then? >> you have to grow into supply by lowering price and that means you are lowering margins and the problem with this is that we're going to see supply growth not only in 2016 but it will extend into 2017. so i think that this is a long, deep, dark set of woods. >> and there are some analysts out there who i guess lean toward the bullish case and they point out a new ferry terminal opening up that make it easier to access and infrastructure being built that will make it much easier for visitors to go there. will that help or is that -- that is nothing compared to the

core problem which is simply too much supply? >> it will help, yes. but while the ferry terminal will open next year, what you really need is the light rail system, i referred to it as the cardiovascular system of mccow. there has been an awful lot of delays in the development of that and it probably isn't going to be open and operational until 2018. >> and you like mgm the best? >> i do. it has an 85% exposure to las vegas where pricing is good. >> price. harry great to speak with you. thank you for your time. >> thank you. >> harry curtis. so mgm, he has $26 price torgt. would you agree. the thesis is stay away from heavy mccow exposure. >> i agree. i like mgm as my top pick in the space. but in general, i think i would stay far and clear from any exposure. pricing going down and margins taking a clip, this is going to take a long time for it to

fester up. >> and you've been known to take a flier and if you have to place a bet, so to speak in the casino sector, where would that be. >> throw some bones. i think the problem that we face is those expose ood to mccow are trading almost like alibaba and you take a look at anything, anything relating to the emerging markets and that is pressure. and as long as you've got that kind of exposure and it was a benefit for a long time, wynn, las vegas sands, we talked about that, 60%, 70% of the exposure, the sales was fantastic. it is not fantastic right now. the vip you talked about, harry talked about that coming down as well. that needs to adjust. there is a lot of margin pressure going on right now. >> the vip business is not going to come back to what it used to be in his lifetime. harry is a young guy. end margins are going to be pressured because they have to cut prices. that spells headwinds. >> i don't think the bottom is

in in wynn. it is a $60 tock today. has not traded well for months. until you see a trade where it trades four or five times normal volume, which you have not seen, you then you buy the stock. >> and trade wise, a very short-term, when we see china start to make some of the probably false moves to the upside, those are the kind of names that should react best under those circumstances. >> okay. still ahead. it is official. the pope is on u.s. soil. so in his honor, we are laying out four devine trades ready to offer up seriorofi prosperity for the long haul. plus crude oil sliding again today. one trader made a massive bet that will be retesting the november lows. we'll explain how, later on. i'm only in my 60's. i've got a nice long life ahead. big plans. so when i found out medicare doesn't pay all my medical expenses, i looked at my options. then i got a medicare supplement insurance plan. [ male announcer ] if you're eligible for medicare,

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you are looking at a live shot. the hope is there, actually, celebrating his first mass on u.s. soil. and this hope is one for the modern age. let's go to mary thompson with this story. >> hey there, melissa, that is the canonization mass for juipero serra, which is the first hispanic american saint. that mass happening as we speak. now pope francis, he won't be known as francis i until a

successor chooses that name but he is the first pope of the social media age. happily posing for selfies and as president obama pointed out in his welcoming remarks at the white house today, the pope is an active tweeter. >> this is your first visit to the united states. [ applause ] and you are also the first pontiff to share annen cyclical twitter account. >> he has nine twitter accounts, each a different language. the last tweet a thank you to the people of cuba put out yesterday. now the popes 23.4 million followers, a third of top of katy perry followers and he does have more followers than the dal a llama and president obama. twitter said there has been 32,000 tweets per day mentioning the pope and his twitter

averaging at a higher rate of retreats than that of the king of saudi arabia and president obama. advertise and p.r. experts say cnbc he is a matter at tapping in the zeitgeist, done ahead of the papal visit shows half of the catholics use social media to connect with the church and 80% of those share the social media providing another way to reach the faithful. the millennials have shared on social media and they have a new way to do so. a new set of emojis were released showing him hugging a baby and eating a sub, presumably that is a philly cheese steak because he is heading to philadelphia on friday. >> i'm about to download the new pope em edgy's mary. i'm curious, in terms of he has a lot of followers but in terms of who he follows, you have taken a look at that?

>> interesting. yes. on the at important effects, which is u.s., he follows eight others and they are all his accounts. >> he only follows himself? >> yes. he only follows himself. and i'm sure he follows god, but i don't think god has a twitter account. >> he doesn't need twitter to follow god. all right, mary, thank you. >> sure. >> mary thompson in washington, d.c. it is amazing how many accounts he has in different languages. i have trouble tweeting just in english. but guy? >> i have an italy and portuguese twitter. tremendous following. >> we're talking about the pope. any way. with pope francis in town or in the united states, we thought it would be a good time to ask for a devine trade and lifting your portfolio spirits so pete, kick it off. >> i'm going with gilead and the reason i go there is it trades 11 times earnings -- >> that is awful. that looks like essentering the

prerl -- is entering the pearly gates. >> well i know where i'm going. and it trades at ten times earning and a great dividend at 1.6% right now and when you look at the annualized growth rate. 34%. earnings, 40% annualized. this is a company doing everything right right now and they are helping the world right now. help c, hiv and different treatments and all kinds of oncology. >> pest you'llence. and pete. >> pest you'llence. i like the gilead one. lockheed martin is mine. do we get the pearly gates for me. that is nice. i like that. we have a 3% dividend. 16 times forward erpgs and i don't think it is expensive. here is a stock that a wee bit off the all-time high despite the tape which has not been good. unbelievable balance sheet and tremendous backlog and this company will go on in perpetuity

which makes lockheed martin my devine pick. >> is that you playing the harp. >> i do play the harp. it is a fantastic stringed instrument. >> home depot. every time you bet against this one it is the wrong bet. 2% yield -- what am i doing there. 2% yield there in home depot. never wants to back up. it is one for the ages. as this spot is supposed to be. when housing is doing well, it does well. when housing is doing poorly, it still does well. home depot for the ages. >> steve. >> i don't want to see the photo of me. mine is exxon-mobil. >> oh, look. >> he made it. >> 4% dividend yield. and this stock obviously has been taken down with the rest of the space. so i think valuation here, roughly 15.5 to 16 times federal earnings and i think this stock will work out long-term. own it perpetually.

right. and do they continue doing well. >> dust to dust. >> you need to learn the new harp song. >> can you play just about anything on the harp. i was playing zeppelin on the harp just last night. rocking. >> nothing like a little zeppelin on the harp. >> coming up. guy is going on a virtual tour of one of the fastest growing areas, tech and could make for some real cash. we'll explain. and oil falling today but one trader bet $5 million it will return. and you're watching cnbc first in business worldwide. we'll explain.

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welcome back. it is one of the fastest growing areas of tech, virtual reality. and now marriott is getting in on the action using vr technology to show case their properties. guy adami checked in for a virtual tour. take a look. >> it is guy. i'm here at nasdaq with brief from marriott. they have an amazing virtual reality platform. we can choose from three places to go to. china, rwanda and chile and i'll put this on and we'll take a trip. so let's go. >> destination -- rwanda. we have a gang of kids -- we

have a streetlight and some people behind me, it looks like a town. wait a second. what is tim seymour doing there. that is really virtual reality. i feel like going to china now for some reason and i haven't been there either. so let's take a trip to china. i'm in the square. this guy is right in front of me talking. it looks like he has bread sticks right in front of me. and there is a gentle wind blowing because of the flag in front of me. my tour is coming to an nend. and i'm back home here at the nasdaq. >> how was that? >> it was -- it was pretty cool. >> did it seem realistic? >> because it surrounds. you would surround a trade. this virtual reality surrounded me. you look up and you see the sky, you look down and you see the ground. it is crazy. for me, probably nottest best thing -- not the best thing because i get motion sickness. >> you have a weak constitution there. >> yes. but you could norse how this

could be huge in the medical field an the sports arena and in a nur of nids it will -- industries it will catch up. >> and mark zuckerburg said this is the next screen or the platform. >> he wanted the world to bond and shrink the world and that is what this will do in every way, shape and form. >> this a reason to buy facebook? >> i think that is it is probably not a reason to buy facebook. there are reasons, but this is not the one reason to buy facebook. but they have a couple of good announcements recently. today they talked about the instant articles. that is incredible. a huge opportunity. that people are giving it little credit for. >> it is a cheap shot by zuck, i think, in terms of the facebook trade, this was a cheap shot. he's done well with the cheap shots, including instagram, that you talked about today. and 100 million more already than twitter, unreal. >> what was your favorite place of the three places, chile, rwanda -- >> i didn't make it to chile.

it was too far. >> move over on the couch. >> and the marriott, they came out here and hooked me up. it was great. >> shifting gears. it was a trade that raised a number of eyebrows in the market today. options action, from austin, hey, mike. >> so we saw over 1.5 times the average daily put volume in the etf designed to track the price of oil and what we saw, over 80,000 contracts traded on the november 13.5 puts and trading for over $0.65 so the stock needs to be below 13 approaching the all-time lows we saw this earlier this year. and that is a decline of 10% between now and november expiration. >> thank you now that, mike. check out options action at 5:30 eastern time on fridays. coming up next, the most important thing you need to know before tomorrow's open.

more "fast money" next. i'm here at the td ameritrade trader offices. ahh... steve, other than making me move stuff, what are you working on? let me show you. okay. our thinkorswim trading platform aggregates all the options data you need in one place that lets you visualize that information for any options series. okay, cool. hang on a second. you can even see the anticipated range of a stock expecting earnings. impressive... what's up, tim? for all the confidence you need. td ameritrade. you got this. i built my business with passion. but i keep it growing by making every dollar count. that's why i have the spark cash card from capital one. i earn unlimited 2% cash back on everything i buy for my studio. ♪ and that unlimited 2% cash back from spark means thousands of dollars each year going back into my business...

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and finally "fast" but certainly not least, check out this video of a two-headed

turtle. yes, a two-headed turtle born on a farm in chooip. they claim it was the first of its kind to hatch. that is what you call a real light mutant turtle. >> can you see that. can you believe they used that, what they wrote down there. >> if you lot again, only one head moves. >> that is good luck for money. turtles significant ny -- significant nygood luck. >> one head moves. the only one just hangs out there. >> have you had turtle soup. >> no, i have not. time for the final frad, pete. >> adobe, i think it will go higher, giddy-up. >> well skpedia is the stock to own. $123. it will move higher. and a deal they closed last week with orbitz is going to be higher than anticipating. >> i continue to watch lululemon. viable bottom. >> viable bottom. >> it is forming.

>> whether we start with this show let's see your retention and that is how we're ending it. watch nike, because i don't think they will disappoint. >> the harp music. i'm melissa back. "mad money" with jim cramer starts right now. my mission is simple, to make you money. i'm here to level the playing field or all investors. there is always a bull market somewhere. i promise to help you find it. "mad money" starts now! hey, i'm cramer. welcome to "mad money." welcome to cray-america. ajob is to educate, teach and coach you. call me at 1800743 cnbc or tweet me @jim cramer. you know what clueless is? it's when you only take into the account the twift